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05.03.26 - 04:30
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Research: CLSA Adds ASMPT's TP to HKD130.7, Rating Outperform (AAStocks)
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ASMPT (00522.HK)'s 4Q25 adjusted net profit amounted to HKD181 million, revenue guidance for 1QFY26 beat expectations, and order growth guidance reached 40% YoY and 20% QoQ, according to a CLSA research report.The company has raised its total addressable market forecast for thermal compression bonding to USD1.6 billion by 20......
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05.03.26 - 04:30
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Research: BofAS Raises TP for ASMPT to HKD160, Reaffirms Buy (AAStocks)
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ASMPT (00522.HK) management provided optimistic guidance during the 4Q25 earnings conference call, BofA Securities' research report indicated. This includes growth prospects for TCB equipment and a target to capture a 35-40% market share based on its solid position in the logic and HBM sectors. A restructuring plan aimed at ......
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05.03.26 - 04:00
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Research: Citi Reiterates Buy on ASMPT, Raises TP to HKD145 (AAStocks)
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ASMPT (00522.HK)'s 4Q25 results beat both guidance range and expectations, Citi wrote in its research report.While the guidance for 1Q26 shows that revenue will be better than expected thanks to the growth in hot bar soldering and high-end die bonding machines, the order visibility for 1H26 is also improving on stronger orde......
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05.03.26 - 03:45
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Research: BOCI: ASMPT (00522.HK) Quarterly Results Beat; TP Elevated to $133 (AAStocks)
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ASMPT (00522.HK) delivered a robust 4Q25 results that beat expectations, driven by booming AIDC demand and an one-time gain from the sale of its subsidiary AAMI, although an unfavorable product mix partially limited margin expansion, BOCI released a research report saying. The management's strong guidance for 1Q26, including......
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04.03.26 - 09:45
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Research: Macquarie Lifts ASMPT TP to $140 on AI-powered Structural Growth (AAStocks)
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ASMPT (00522.HK)'s management elevated its TCB TAM forecast to US$1.6 billion by 2028, implying a CAGR of 30% from US$759 million in 2025, higher than the previous forecast of US$1 billion by 2027, Macquarie published a research report saying. The updated TAM reflects the rapid acceleration of investments in AI logic and hig......
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04.03.26 - 05:30
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Research: G Sachs: ASMPT 4Q25 Rev. Beats; Rating Neutral (AAStocks)
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ASMPT (00522.HK)'s 4Q25 revenue grew 18% QoQ, higher than management guidance and the expectations of Goldman Sachs/ market, Goldman Sachs published a research report saying. Gross margin was 36.5%, below the broker's forecast of 38.8% but above the market consensus of 35.7%. Net profit during the period was strong, reac......
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22.01.26 - 06:00
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H Shrs: HSI Drops 26 Pts at Midday, but BIDU Leaps 4%+; ASMPT Swells 6% (AAStocks)
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The HSI slid 26 points or 0.1% to 26,558 at midday. The HSCEI ebbed 30 points or 0.3% to 9,091. The HSTECH lost 23 points or 0.4% to 5,722. Total half-day turnover of the market amounted to $131.628 billion.External memory chip stocks surged. Japan's memory chip cutting machine maker Disco (6146.JP) hit the day limit, while ......
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22.01.26 - 03:15
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H Shrs: HSI Opens 165 Pts Higher as BIDU/ AIA Boom; Chip Stocks Rise (AAStocks)
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Hong Kong stocks opened higher in the morning session. The HSI opened 165 points or 0.6% higher at 26,750. The HSCEI opened 50 points or 0.5% higher at 9,173. The HSTECH opened 48 points or 0.8% higher at 5,795.External memory chip stocks surged. Chip equipment maker ASMPT (00522.HK) elevated 4.9% to $106.8, as it initiated asse......
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21.01.26 - 10:06
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Samsung reportedly exploring ASMPT for TCB supply (Digitimes)
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Samsung Electronics is reportedly diversifying its supply chain for thermal compression bonders (TCB), a critical tool in high-bandwidth memory (HBM) production, by engaging Singapore-based equipment maker ASMPT in supply discussions....
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15.12.25 - 09:06
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SK Hynix taps ASMPT for HBM4 TC bonders amid Hanmi-Hanwha patent clash (Digitimes)
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SK Hynix has reportedly placed a new order for thermal compression (TC) bonders with Singapore-based ASMPT as it accelerates preparations for HBM4, underscoring both the strategic importance of advanced packaging equipment and rising complexity in the TC bonder supply chain amid a patent dispute between South Korean rivals Hanmi Semiconductor and Hanwha Semitech. The move reflects SK Hynix's broader push to diversify critical equipment suppliers while aligning with Nvidia's next-generation AI roadmap....
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27.11.25 - 02:30
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ASMPT Completes Sale of 49% Holdings in AAMI for ~20% Stake in ORIGINAL (AAStocks)
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ASMPT (00522.HK) announced that the proposed transaction to sell its entire 49% stake in Advanced Assembly Materials International (AAMI) to ORIGINAL (603991.SH) was completed yesterday (26th), with all conditions fulfilled and all relevant company registration procedures for AAMI completed.Accordingly, ASMPT is entitled to rece......
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21.11.25 - 11:30
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Review: LEAPMOTOR To be Included to HSTECH, ASMPT Excluded (AAStocks)
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Hang Seng Indexes Company announced the results of its review of the Hang Seng Family of Indexes for the quarter ended 30 September 2025. For the Hang Seng TECH Index, LEAPMOTOR (09863.HK) will be included, while ASMPT (00522.HK) will be excluded. All changes will be implemented after market close on 5 December 2025 (Friday) and......
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